TECHNICAL SUPPORT FOR OPEN SOURCE ILS. Vandana Singh, Natasha Hollenbach and Robert Lowe University of Tennessee

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1 TECHNICAL SUPPORT FOR OPEN SOURCE ILS Vandana Singh, Natasha Hollenbach and Robert Lowe University of Tennessee

2 AGENDA Introduction to the concepts Open Source Software ILS Channels of technical support for 5 different OSS ILS Koha Evergreen Emilda New Gen Lib Obiblio

3 OPEN SOURCE SOFTWARE What is it?

4 OPEN SOURCE SOFTWARE Definition Open source is a development method for software that harnesses the power of distributed peer review and transparency of process. The promise of open source is better quality, higher reliability, more flexibility, lower cost, and an end to predatory vendor lock-in.

5 OPEN SOURCE SOFTWARE In the phrase open source, source refers to source code, the human-readable computer code which is the origin, or source, of the computer application. Open refers to the terms of access to that computer source code. So open source software is software for which the source code is freely available Examples???

6 THE CATHEDRAL AND THE BAZAAR Eric Raymond Different open source models Cathedral Code developed between releases by exclusive set of developers Bazaar Code developed openly in public view Introduced by Linux and Linus Torvalds

7 RAYMOND S PRINCIPLES 1. Every good work of software starts by scratching a developer's personal itch. 2. Good programmers know what to write. Great ones know what to rewrite (and reuse). 3. Treating your users as co-developers is your leasthassle route to rapid code improvement and effective debugging. 4. Release early. Release often. And listen to your customers. 5. Given enough eyeballs, all bugs are shallow. 6. If you treat your beta-testers as if they're your most valuable resource, they will respond by becoming your most valuable resource. 7. The next best thing to having good ideas is recognizing good ideas from your users. Sometimes the latter is better.

8 OSS EXAMPLES Linux Apache Wikipedia PBWiki Mozilla Foundation (Firefox, Thunderbird) Moodle Drupal Evergreen Koha D-Space OpenOffice Chrome OpenSSH TomCat Eprints Many Many more

9 OPEN SOURCE SOFTWARE Open source software (OSS) is defined as computer software for which the source code and certain other rights normally reserved for copyright holders are provided under a software license that meets the Open Source Definition or that is in the public domain. This permits users to use, change, and improve the software, and to redistribute it in modified or unmodified forms. It is very often developed in a public, collaborative manner. Open source software is the most prominent example of open source development and often compared to user-generated content. The term open source software originated as part of a marketing campaign for free software. A report by Standish Group states that adoption of open source software models has resulted in savings of about $60 billion per year to consumers.

10 OSS - LICENSES A license defines the rights and obligations that a licensor grants to a licensee. Open Source licenses grant licensees the right to copy, modify and redistribute source code (or content). These licenses may also impose obligations (e.g., modifications to the code that are distributed must be made available in source code form, an author attribution must be placed in a program/ documentation using that Open Source, etc.). Many

11 OSS RESOURCES Fall 2008 issue of Library Technology Reports List of OSS products List_of_open_source_software_packages A discussion on OSS ILS OpenSourceILSDiscussion

12 OSS RESOURCES Fall 2008 issue of Library Technology Reports List of OSS products List_of_open_source_software_packages A discussion on OSS ILS OpenSourceILSDiscussion

13 OPEN SOURCE SOFTWARE Advantages/ disadvantages

14 OSS - ADVANTAGES

15 OSS - ADVANTAGES Problems with proprietary software: There is no one with the power to restrict in a unilateral way how the software is used, even in a retroactive way. There is no single entity on which the future of the software depends. No ``black boxes'' are possible. This point is so important that open source is now considered by many experts as one of the necessary conditions for dependable applications.

16 OSS - ADVANTAGES There is always the possibility of ``forking'', or creating an alternative code base if the current one is in some way perceived as wrongly managed No per-copy fees can be asked for modified versions, and anyone can use the current code base to start new projects. There are fewer conflicting priorities due to marketing pressures. Usually open source software is delivered ``when it is ready'', and when the development team feels that its quality is good enough. This means that software usually does not need as many ``service packs'', updates and such, reducing the maintenance cost.

17 OSS - ADVANTAGES It provides a new forum for democratic action. Reduced dependence on software vendors Existing support networks Large and enthusiastic user base

18 OSS DISADVANTAGES Support issues - Informal and unaccountable support channels New features added constantly creating confusion Quality Control Issues Usually not very user-friendly though that is changing Limited or no accountability - Projects can die Initial installation costs / Maintenance Costs In-House technical skills requirement It is sometimes difficult to know that a project exist, and its current status

19 OSS FOR LIBRARIES WHY DO WE CARE?

20 OPEN SOURCE AND LIBRARIES This is a time of major transformation in the library automation industry, and the open source software movement has found fertile ground among libraries. Many libraries are moving away from proprietary integrated library systems in favor of open source software. The dynamics of the industry have changed dramatically in recent years-until recently, libraries had largely acquired proprietary automation systems from a clique of specialized vendors following the traditional software licensing models. The open source movement has disrupted long established patterns, introducing a new way of thinking about the development and distribution of software, new products, and a new set of companies seeking to compete against the status quo. Library Technology Reports Fall 2008 Special Issue on OSS

21 INTEGRATED LIBRARY SYSTEMS ILS in a Nutshell The Integrated Library System, or ILS, provides computer automation for all aspects of the operation of a library. Almost all libraries in the developed world make use of an ILS. In the United States, only very small public or academic libraries, often in rural communities, operate without them. These products are generally organized into modules that address specific functional areas. Standard modules include cataloging for creating bibliographic records that represent works in the library's collection, circulation that automates tasks related to loaning items to patrons serials control for managing periodicals and serials, acquisitions to handle the procurement process for new items added to the collection, and the online public access catalog to allow library users to search or browse through the collection. Each of these modules offers a very library's detailed suite of features to accommodate the complex and nuanced routines involved in the library work.

22 ILS EXAMPLES Symphony from SirsiDynix, Millennium from Innovative Interfaces, Aleph from Ex Libris Group, Voyager from Ex Libris Group, Polaris from Polaris Library Systems, Library.Solution from The Library Corporation, Carl.X from The Library Corporation, Spydus from Civica,

23 OSS ILS EXAMPLES

24 OSS- ILS 1. Koha 2. Evergreen 3. NewGenLib 4. Obiblio 5. Emilda

25 MAIN CONCERN OF LIBRARIANS WITH OSS Lack of technical support!

26 DEBUNKING THE MYTH Multiple types and channels of technical support available Commercial Technical Support You pay for what you want: Installation Regular Maintenance Sporadic Maintenance Training your own staff

27 DEBUNKING THE MYTH Multiple types and channels of technical support available Free Support : Online Forums, mailing lists, documentation, tutorials, etc. You can just be a passive receiver or You can participate and contribute to the process OSS has very active communities and sometimes there support is much quicker and better than proprietary support process.

28 DEBUNKING THE MYTH Technical Support Channels for 5 OSS-ILS OSS-ILS Koha Evergreen NewGenLib Obiblio Emilda # Of Channels

29 KOHA

30 KOHA Small to mid sized public, academic libraries, museums First OSS ILS 1999 Public Library in Athens County in Ohio Initial steep curve in-house development of SW Serving a very large population Underlying Components Linux, Apache, MySQL, Perl (LAMP)

31 KOHA TECH SUPPORT CHANNELS 1. Koha Main Page 2. Koha Software Community Website 3. Koha Manuals 4. Wiki

32 KOHA TECH SUPPORT CHANNELS 1. Koha Discussion Mailing List (General Support) 2. Koha Consortium List 3. Koha Development Lists 4. IRC Channel #koha on irc.katipo.co.nz. Logged at 5. Koha Bugzilla 6. Vimeo Channel 7. YouTube Channel

33

34 EVERGREEN Consortia of public libraries, individual libraries, moving towards academic libraries Started in 2004 Over 270 library facilities Catered towards larger consortium Underlying Components - PostgreSQL, Apache, Perl Equinox is the company that promotes, develops and supports Evergreen

35 EVERGREEN TECH SUPPORT CHANNELS 1. Ever Green Main Page 2. General Discussion Mailing List 3. Documentation Mailing List Development / Technical Disucssion List 5. Evergreen SVN Commit List 6. Evergreen Documentation Interest Group

36 EVERGREEN TECH SUPPORT CHANNELS 7. Wiki 8. Development Roadmap id=faqs:evergreen_roadmap 9. IRC Channel #Evergreen on irc.freenode.net Web Gateway IRC Logs Documentation

37 EMILDA - TECH SUPPORT CHANNELS 1. Emilda Source Forge Page 2. Emilda Users Mailing List forum_name=emilda-users 3. Emilda Developers Mailing List forum_name=emilda-devel 4. Emilda Announcement List forum_name=emilda-announce 5. Emilda Translators Lista forum_name=emilda-translators 6. Home Page

38 NEWGENLIB Developing / Non-western countries OSS very popular in these countries Versus Solutions released ILS in India 2008 Lot of development efforts / large number of people involved in OSS development / adoption Underlying Components - PostgreSQL, Apache, Linux Delhi Public Library 56 branches and 1.4 million items uses KOHA

39 NEW GEN LIB - TECH SUPPORT CHANNELS 1. Home Page 2. Discussion and Support Forum 3. FAQ & Wiki +Questions 4. Documentation 5. Social Networking Page

40 OBIBLIO - TECH SUPPORT CHANNELS 1. Home Page & Wiki 2. Documentation Documentation 3. Support Forums 4. Issue Tracker 5. Bitbucket Site

41 OBIBLIO - TECH SUPPORT CHANNELS 6. Development Forum Sourceforge Site 8. News Mailing List 9. Help Forum on Source Forge

42 PLANNING FOR OSS ILS IN YOUR LIBRARY Conversion Services Data needs to be prepared and loaded into new ILS Installation Comprises of downloading, compiling software and all its pre-requisites Configuration Customization to the local parameters Training Staff members need to be trained for new software

43 PLANNING FOR OSS IN YOUR LIBRARY Ongoing Support Ensure reliability of the software with in-house technical support Hosting Decision to be made by the library Software as a Service (SaaS) or in-house Custom Development Special requirement of library can be implemented Calculate total cost of ownership Adding all the costs from above

44 MY PROJECT OSS ILS IMLS Project Interested Participants please me at

45 THANK YOU!!!!

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